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ROLLEY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROLLEY FOUNDATION (EIN 43-1775684)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-15
IRS object ID
202101359349100805
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-15T10:44:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480969601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SS&C SOLUTIONS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15825 SW 29TH ST STE 101AddressLine1Txt
CityTOPEKACityNm
State AbbreviationKSStateAbbreviationCd
ZIP666142478ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431775684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROLLEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROLLBusinessNameControlTxt
Phone4802197484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E MAYO BLVD UNIT 3429AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN ROLLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2145285858PhoneNum
Signature2021-05-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALANPersonFirstNm
Person LastROLLEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R COLAHAN CPAPreparerPersonNm
PTINP00519851PTIN
Phone7852724484PhoneNum
Preparation2021-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$577,559FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,265DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,265DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,630GrossSalesPriceAmt
Total Rev And Expnss$4,231TotalRevAndExpnssAmt
Total Net Invst Incm$9,265TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,015AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$508AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,813OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,813OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$208TaxesRevAndExpnssAmt
Taxes Net Invst Incm$208TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$77OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,313TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,529TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,529TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,082ExcessRevenueOverExpensesAmt
Net Investment Income$4,736NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$305CashBOYAmt
Cash EOY$2,013CashEOYAmt
Cash EOYFMV$2,013CashEOYFMVAmt
Corporate Stock BOY$437,694CorporateStockBOYAmt
Corporate Stock EOY$412,904CorporateStockEOYAmt
Corporate Stock EOYFMV$575,546CorporateStockEOYFMVAmt
Total Assets BOY$437,999TotalAssetsBOYAmt
Total Assets EOY$414,917TotalAssetsEOYAmt
Total Assets EOYFMV$577,559TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$437,999RetainedEarningBOYAmt
Retained Earning EOY$414,917RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$437,999TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$414,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$437,999TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$414,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$437,999TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,082ExcessRevenueOverExpensesAmt
Subtotal$414,917SubtotalAmt
Tot Net Ast Or Fund Balances EOY$414,917TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$66InvestmentIncomeExciseTaxAmt
Subtotal$66SubtotalAmt
Tax Based On Investment Income$66TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$529EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$529TotalPaymentsAndCreditsAmt
Overpayment$463OverpaymentAmt
Applied To ES Tax$463AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALAN ROLLEYIndividualWithBooksNm
Phone4802197484PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1455 E MAYO BLVD UNIT 3429AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN ROLLEY
455 E MAYO BLVD UNIT 3429PHOENIXAZ85050PRESIDENT000.00$0$0$0
BLAKE ROLLEY
4947 E MOUNT PLEASANT DRIVEFLAGSTAFFAZ86004VICE PRES.000.00$0$0$0
STEPHANIE ANN ROLLEY
101 WATERBRIDGE ROADMANHATTANKS66503SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE GIVING. CONTRIBUTIONS MADE TO 14 DIFFERENT ORGANIZATIONS DURING 2020 .Description1Txt
Expenses1$22,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$499,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,671AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$505,289TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$505,289AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,579CashDeemedCharitableAmt
Net Vl Noncharitable Assets$497,710NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,886MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,886MinimumInvestmentReturnAmt
Tax Based On Investment Income$66TaxBasedOnInvestmentIncomeAmt
Total Tax$66TotalTaxAmt
Distributable Before Adj$24,820DistributableBeforeAdjAmt
Distributable Before Ded$24,820DistributableBeforeDedAmt
Distributable As Adjusted$24,820DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,000ExpensesAndContributionsAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,820DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$3,972ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,972TotalExcessDistributionCyovAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Applied To Current Year$22,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,820ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,820ExcessDistributionCyovAppCYAmt
Total Corpus$1,152TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,152ExcessDistriCyovToNextYrAmt
Excess From Year1$1,152ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PERFORMANCE SANTA FE
300 PASEO DE PERALTA STESANTA FENM87501CHARITABLE$1,000
CANCER FOUNDATION OF NEW MEXICO
PO BOX 5038SANTA FENM87502CHARITABLE$1,000
GREATER MANHATTAN COMMUNITY FOUND
555 POYNTZ 269MANHATTANKS66502CHARITABLE$1,000
BOY SCOUTS OF AMERICA GRAND CANYON
2969 NORTH GREENFIELD ROAPHOENIXAZ850167715CHARITABLE$1,500
BOY SCOUTS OF AMERICA GREAT SW COUN
5841 OFFICE BLVD NEALBUQUERQUENM871095820CHARITABLE$3,500
CORNERSTONES COMMUNITY PARTNERSHIPS
PO BOX 2341SANTA FENM875042341CHARITABLE$1,000
LANDSCAPE ARCHITECTURE FOUNDATION
1129 20TH STREET NW SUITWASHINGTONDC20036CHARITABLE$3,000
1ST UNITED METHODIST OF MANHATTAN
612 POYNTZ AVEMANHATTANKS665026041CHARITABLE$1,000
NEW MEXICO GOVERNOR'S MANSION FOUND
PO BOX 2121SANTA FENM875042121CHARITABLE$1,000
SAGEWOOD RESIDENTS' FOUNDATION
4555 EAST MAYO BOULEVARDPHOENIXAZ85050CHARITABLE$2,500
MUSEUM OF NEW MEXICO FOUNDATION
PO BOX 2065SANTE FENM87504CHARITABLE$3,000
TOPEKA SYMPHONY
PO BOX 2206TOPEKAKS666012206CHARITABLE$1,000
FLAGSTAFF FAMILY FOOD CENTER
PO BOX PFLAGSTAFFAZ86002CHARITABLE$1,000
FOOD CONNECT COLORADO
343 AIRPORT BLVD UNIT 15AURORACO80011CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,265ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm-$5,034RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,265ExclusionAmt
Related Or Exempt Function Incm-$5,034RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,231TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,015Amt
Net Investment Income$508NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
UMBPURCHASE$4,263$3,703$560
UMBPURCHASE$90,367$95,961-$5,594

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUMBStockNm
EOY Book Value$412,904EOYBookValueAmt
EOYFMV$575,546EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$200LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SECRETARY OF STATE$40
THE TOPEKA METRO NEWS$35
BANK FEES$2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING & ADVISORY SERVICESCategoryTxt
Amt$3,813Amt
Net Investment Income$3,813NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$208Amt
Net Investment Income$208NetInvestmentIncomeAmt

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